Getting started
How does TapTrack capture my Apple Pay transactions?
Through an iOS Personal Automationyou set up once in Apple’s Shortcuts app, using Apple’s built-in Transaction trigger (some iOS versions label it Wallet). It fires every time you tap with Apple Pay and passes the exact amount, merchant, and transaction date straight to TapTrack — no parsing, no notifications, no SMS, no bank login.
Nothing leaves your phone. Apple’s Shortcuts app reads the Apple Pay event; TapTrack stores the result.
How do I set up the Shortcut?
- Open the Shortcuts app on your iPhone (it’s built into iOS).
- Tap the Automation tab at the bottom.
- Tap + at the top right → New Personal Automation.
- Scroll down and pick Transaction (called Wallet on some iOS versions).
- Configure the trigger:
- Card: Any Card (or pick specific cards if you only want to track some)
- Merchant: Any Merchant
- Run Immediately: on
- Notify When Run: off (optional — stops a generic alert from firing every tap)
- Tap Next → Add Action → search for Log Transaction(it’s under TapTrack).
- The Log Transaction action has three fields. Tap each one and pick the matching Magic Variable from the trigger:
- Amount ← Amount
- Merchant ← Merchant
- Date ← Transaction Date (optional — if you skip it, the current time is used)
- Save.
The first time the automation fires, iOS asks you to confirm. After that it runs silently in the background.
Which banks does this work with?
Every card you’ve added to Apple Wallet, regardless of which bank issued it. The trigger is built into iOS itself — it doesn’t talk to your bank, it just watches the Wallet for new transactions.
I don’t want to set up the Shortcut
That’s fine. TapTrack works fully without it:
- Tap the round + button on the Home screen to add a transaction by hand.
- Or Settings → Plumbing → Import statements to bulk-import a CSV exported from your bank’s online banking.
Where do I get a CSV from my bank?
Every AU bank lets you download a CSV from online banking:
- CommBank: NetBank → Statements → choose account → format = CSV
- NAB: Internet Banking → Statements & history → Download → CSV
- Westpac: Online → Accounts → Statements → Export → CSV
- ANZ: Internet Banking → Statements → Download → CSV
- ING / Up / Bendigo / ME: Statements / Transactions → Export → CSV
Day to day
Why’s a transaction in the wrong category?
Tap the row to open the editor, change the category, and save. TapTrack remembers the merchant — next time it’ll go to the new category automatically.
For a single tap without opening the editor: long-press the row and pick a category from the menu.
How do I add my own category?
Settings → Spending → Categories → Create category. TapTrack suggests an icon and tint based on the name; you can override. New transactions matching this merchant in future will land here automatically.
How do I change my weekly budget?
Settings → Spending → Weekly budget.
What’s an Event?
A named window of time that auto-tags every transaction landing within it — a trip, a wedding, a night out. Start one before you go, end it when you’re back, and the event page shows you the full bill.
While an event is running, you’ll see:
- A banner on the Home screen with the running total.
- A Live Activity on your Lock Screen with the same info.
- A compact view in the Dynamic Island while you’re in another app.
Start one in Settings → Spending → Events → +.
How do I share a transaction or my week?
Tap and hold any transaction row → Share. Or open the Sunday read view (from the Home header on weekends) and tap the share icon top-right. Two share card variants: Photo (your own image) and Time of day (auto-gradient by hour).
Privacy
Does my bank know I’m using TapTrack?
No. TapTrack never talks to your bank. The Wallet trigger is handled by iOS itself, on your device.
Does TapTrack send my data anywhere?
No. There is no server. Everything is on your phone.
What happens to my data if I delete the app?
It goes with the app. There’s no backup we can restore from, because nothing’s stored remotely. If your iPhone has iCloud Backup turned on (Settings → [your name] → iCloud → iCloud Backup), the encrypted database is included in your normal iPhone backup, and you can restore it that way.
How do I delete everything inside TapTrack but keep the app?
Settings → Plumbing → Erase everything. Double-confirmation, then it wipes transactions, subscriptions, settings, and re-seeds the defaults.
Trouble
The Sunday read didn’t show up
Check Settings → Notifications → Sunday weekly read is on. The first time you enable any notification, iOS asks for permission — if you declined, open iOS Settings → Notifications → TapTrack and turn them on, then re-toggle the TapTrack switch.
Transactions stopped capturing
Open Settings → Plumbing → Data health. It shows the last time the Shortcut wrote a transaction. If it’s been a while, open the Shortcuts app, find your TapTrack automation, and run it manually once — that surfaces any errors iOS would otherwise swallow. If the Transaction trigger has been disabled in iOS Settings → Privacy & Security, you’ll need to re-enable it there.
A CSV won’t import
Email a redacted sample (any few rows) to support@ctrlsze.studio and we’ll add a parser for that format if it’s not already supported.
Contact
Email: support@ctrlsze.studio
Studio: CtrlSze studio